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NYQ · Valuation Lab
TDG
Transdigm Group Incorporated
Last$1254.71
Market cap69.4B
EV/EBITDA—
Intrinsic value
$1208.38
MoS -3.8% · Fairly Valued
Assuming 15.0% FCF margin and 22.5% Y1–5 growth.
Upside to price
EV (DCF)66.8B
Terminal share63%
Expected IV$1267.07
Probability weights
Projected free cash flows
Stage FCF path with present values · terminal 63% of EV
PV of stage FCFs24.5B
PV of terminal value42.3B
Enterprise value66.8B
Net cash / (debt)0
Equity value66.8B
Intrinsic value / share$1208.38
| Year | Revenue | FCF | PV | DF |
|---|---|---|---|---|
| Y1 | 12.3B | 1.8B | 1.7B | 91.4% |
| Y2 | 15B | 2.3B | 1.9B | 83.5% |
| Y3 | 18.4B | 2.8B | 2.1B | 76.3% |
| Y4 | 22.5B | 3.4B | 2.4B | 69.7% |
| Y5 | 27.6B | 4.1B | 2.6B | 63.7% |
| Y6 | 30.7B | 4.6B | 2.7B | 58.2% |
| Y7 | 34.2B | 5.1B | 2.7B | 53.1% |
| Y8 | 38.1B | 5.7B | 2.8B | 48.6% |
| Y9 | 42.4B | 6.4B | 2.8B | 44.4% |
| Y10 | 47.1B | 7.1B | 2.9B | 40.5% |
| Terminal | — | — | 42.3B | — |
Educational DCF model only — not financial advice. Terminal value and assumptions dominate results; verify filings and run your own diligence.